Document Library

PLEASE FIND BELOW INVESTOR DOCUMENTS FOR THE WAVERTON FUNDS

Before making an investment decision, please ensure that you have read the Key Investor Information Document (KIID) for the fund that you wish to invest in. This document contains important information including risk factors and details of charges. In addition, please refer to the Supplementary Information Document (SID), which provides information about your rights and protection as an investor.

Contacts

DISCLAIMER

IT IS IMPORTANT THAT YOU READ THE CONTENTS OF THIS NOTICE CAREFULLY BEFORE ACCESSING THE WAVERTON.CO.UK WEBSITE. THIS NOTICE GOVERNS YOUR ACCESS TO AND USE OF THE WEBSITE. BY ACCESSING THE WEBSITE YOU AGREE TO ACCEPT THE TERMS OF THIS NOTICE AND THE FOLLOWING TERMS OF USE. IF YOU DO NOT AGREE TO ABIDE BY THESE, YOU MUST STOP USING THIS WEBSITE IMMEDIATELY.

1. This website is provided by Waverton Investment Management Limited ("Waverton"). Waverton is authorised and regulated for the conduct of financial service business by the Financial Conduct Authority.

2. Waverton tries to ensure that the information on the website is accurate and helpful, however, it cannot ultimately warrant the accuracy of any information contained on the website, particularly any information provided by third parties. Waverton cannot be held liable for any use or reliance you may make of or put on any information on the website except as specifically agreed with Waverton in writing. The website is provided on an "as is" and "as available" basis. Waverton do not make any express or implied representations or warranties in respect of the website and its contents (including, without limitation, warranties as to accuracy or completeness).

3. This website, and all information provided on it:-

3.1. is solely intended for your private use;

3.2. is intended only for use by users domiciled in the United Kingdom, and is not for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to any law or regulation or which would subject Waverton to any regulatory requirements in such jurisdiction;

3.3. is not directed at persons, and is not to be regarded as an offer to buy or sell or an invitation to buy or sell investments, securities or to accept deposits or to provide any other products or services in any jurisdiction, to any person to whom it is unlawful to make such an offer or solicitation; and

3.4. does not constitute investment advice on the merits or suitability of any investment product and no information contained within the website should be construed as such.

4. Please note that the value of investments and the income derived from them may fluctuate and you may not receive back the amount originally invested. Past performance is no guarantee of future performance. Currency movements may also affect the value of investments. The information on the website should not be relied upon in connection with any investment decision. The contents of this website should not be construed as legal, taxation or financial advice. If in doubt you should speak to your professional adviser.

5. Cookies. Cookies are small text files that help us make your experience on Waverton.co.uk better. More information about how we use cookies can be found on our Privacy Policy. Although cookies are nothing new, we now need your consent to use cookies. If you don’t want us to use cookies, some parts of the site will not work. By using any part of the site you consent to the use of cookies. Alternatively, you can let us know whether you accept cookies by Accepting below.

6. We will never share your email address with another person or organisation. Please read our Privacy Policy.

By clicking 'accept' you agree to be bound by the terms of this notice and the Terms of Use.